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Customize Your Overview Page

Overview Page

This tutorial explains how to customize the overview page.

How to Customize the Overview Page

To customize the overview page do the following steps:

  1. Click on the Actions menu option at the bottom of the StudioCloud program
  2. Click on the Other menu option
  3. Click on the Customize Overview Page menu item

To customize the overview page from Settings do the following steps:

  1. Click on Settings component
  2. Click on the Settings tab
  3. Click the Customize Overview Page button

Customize Overview Page Options

The customize overview page options usually include the following options:

  • Only Show When Available
    • This option will show the overview page widget when there is data to show. If there isn't any data the widget will automatically be hidden from the overview page until there is data to display.
  • Always Show
    • This option will always show the overview page widget even if there isn't any data.
  • Don't Show
    • This option will always hide the overview page widget even if there is data.

Overview Page Widgets

New Features Posts

This component shows the latest blog post feature updates so you can see the latest features added to StudioCloud.

Recently Modified Clients

The recently modified clients overview page widget shows the last 10 recently modified clients. You can edit the clients by clicking on the desired clients name.

Pending Contracts

The pending contracts overview page widget shows the currently unsigned contracts. Click on the contract to view the unsigned contract.

Recently Signed Contracts

The recently signed contracts overview page widget shows the contracts that have been signed in the last 30 days. Click on the overview page to view the signed contract.

Payments Due In 30 Days

The payments due in 30 days overview page widget shows the payments due over the next 30 days. Click on a payment due to view the payment due details.

Birthdays In 30 Days

The birthday overview page widget shows anniversaries that will occur over the next 30 days. Click on a birthday to view the client details.

Anniversaries in 30 days

The anniversaries overview page widget shows anniversaries that will occur over the next 30 days. Click on an anniversary to view the client details.

Agenda

The agenda overview page widget shows today's appointments, sessions, and events. If you have an EmployeeBoost subscription you can customize it to only show appointments, sessions, and events that are scheduled for the logged in user.

Text Messages

The text message overview page widget shows any text messages that are awaiting a response.

Pipeline Stages

The pipeline stages overview page shows resources with a deadline in the desired time frame. If you have an EmployeeBoost subscription you can customize it to only show pipeline stages that are assigned to the logged in user.

Tasks

The tasks overview page widget shows tasks. If you have an EmployeeBoost subscription you can customize it to only show tasks that are assigned to the logged in user.

Projects

The projects overview page widget shows projects. If you have an EmployeeBoost subscription you can customize it to only show projects that are assigned to the logged in user.

Jobs

The jobs overview page widget shows jobs. If you have an EmployeeBoost subscription you can customize it to only show jobs that are assigned to the logged in user.

Popup Windows

The following components support popup windows from the overview page to view more information: Pending Contracts, Signed Contracts, Birthday's, Anniversaries

Click the view all link next to the component name to open the popup window.